Brokaw Rice Investment Advisors, Incorporated

Overview

Brokaw Rice Investment Advisors, Incorporated is a small, fee-based advisory practice that focuses on portfolio management for individual and small business clients. The firm shows a clear preference for equities as the core of client portfolios, allocating a majority of assets to exchange-traded equities. Its business model is straightforward: discretionary portfolio management charged as a percentage of assets under management. The firm does not market itself as an ESG investor and appears to operate with a conventional, return- and income-oriented emphasis rather than thematic or impact-driven strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices